Enables AI assistants to securely interact with Charles Schwab accounts and market data through the official Schwab API.
Sponsored
Acts as a bridge between AI assistants and the Schwab API, enabling users to securely access and interact with their Schwab accounts and market data. By implementing Schwab's OAuth 2.0 with PKCE, it provides secure authentication and offers a range of trading and market data tools. It ensures account privacy with identifier scrubbing and is designed for enterprise deployment on Cloudflare Workers, allowing AI assistants like Claude to retrieve account balances, get real-time quotes, and explore market trends.
Key Features
01Account identifier scrubbing for enhanced privacy
02Deployed on Cloudflare Workers with Durable Objects for state management
03Comprehensive trading tools for order management and transactions
040 GitHub stars
05Secure OAuth Authentication with PKCE
06Real-time quotes and market data access
Use Cases
01Getting real-time stock quotes and market data
02Automated monitoring of market movers and options chains
03Retrieving Schwab account balances and positions via AI assistant
